Chartered Financial Services, LLC

Chartered Financial Services, LLC Financial advisor serving Warren and beyond with comprehensive wealth management services, helping you craft custom strategies for your financial future.

Licenses & State Registrations



Chartered Financial Services conducts business in the following states:




Life Insurance: AZ, CT, DC, FL, GA, IL, MA, NC, NH, NJ, NY, PA, TN

Property & Casualty Insurance: AZ, CA, CT, DC, FL, IL, MA, ME, MI, NJ, NY, OH, PA, TN, TX, VA




CA Insurance License


"Prudential Advisors” is a brand name of The Prudential Insurance Company of America and

its subsidiaries. Life insurance and annuities are issued by The Prudential Insurance Company of America, Newark, NJ, and its affiliates. All are Prudential Financial companies and each is solely responsible for its own financial condition and contractual obligations. The availability of other products varies by carrier and state. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ and its affiliates. Prudential is an Employer that participates in E-Verify.

College savings matter, but not at the expense of your future 🎓On College Savings Day, we’re sharing an article that off...
05/29/2026

College savings matter, but not at the expense of your future 🎓

On College Savings Day, we’re sharing an article that offers an important reminder: helping pay for your child’s education doesn’t have to derail your retirement. With the right balance, tools like 529 plans, and regular check‑ins, it’s possible to stay on track for both goals.

Click below to learn more about prioritizing both your child's education and retirement.

Parents often underestimate the full cost of college—especially non-tuition expenses—and that can put pressure on retirement savings..

Earlier this month, Emily and Sara, along with little Emma, had the chance to attend a women’s networking event hosted b...
05/26/2026

Earlier this month, Emily and Sara, along with little Emma, had the chance to attend a women’s networking event hosted by our local Prudential office, and it was such a great reminder of how powerful it is to build community with other driven, inspiring women.

The best part? We got to roll up our sleeves and create our own acrylic serving trays (yes…we’re officially adding “DIY designers” to our resumes 😄).

Moments like this are what it’s all about: growing professionally, supporting each other, and having some fun along the way. Already looking forward to the next one!

Today, we pause to remember and honor the men and women who gave their lives in service to our country. 🇺🇸
05/25/2026

Today, we pause to remember and honor the men and women who gave their lives in service to our country. 🇺🇸

Big wins and even bigger momentum 🚀Earlier this week, we attended the PRU Accelerate meeting, an event designed to refoc...
05/22/2026

Big wins and even bigger momentum 🚀

Earlier this week, we attended the PRU Accelerate meeting, an event designed to refocus advisors, build momentum, and set the tone for the year ahead. It’s always a powerful mix of education, collaboration, and celebrating the impact made over the past year.

We’re especially proud to share that John was recognized as a top firm in investments and financial planning 👏 A huge milestone that reflects the dedication, expertise, and client-first mindset our team brings every day.

Grateful to be part of a group that keeps pushing forward, growing together, and raising the bar.

Nothing better than welcoming clients through the door, especially those we’ve worked alongside for years 🤝Our new Keene...
05/21/2026

Nothing better than welcoming clients through the door, especially those we’ve worked alongside for years 🤝

Our new Keene office is a dream come true, and we're excited to bring both long‑time clients and new faces in a space we truly love. And don’t worry, our Warren office is still open and here for you, too!

Grateful for the relationships that make days like this possible. ✨

05/19/2026

Hello, nice to meet you. I’m Somehow 👋

We’re excited to share our new, YouTube podcast series, Financial Wellness Weekly! 🎙️Each week, our team partners with F...
05/15/2026

We’re excited to share our new, YouTube podcast series, Financial Wellness Weekly! 🎙️

Each week, our team partners with FM 94.1 and AM 1290 to talk through real‑world financial topics that matter to individuals and families right here in our community. From retirement planning to today’s investment landscape, it’s all about helping you feel informed and confident.

Check out our first few episodes on our YouTube Channel: https://www.youtube.com//podcasts 🎧

Not all accounts are taxed the same, and that matters more than most people realize.In our latest YouTube video, we expl...
05/13/2026

Not all accounts are taxed the same, and that matters more than most people realize.

In our latest YouTube video, we explain the Tax Triangle and how taxable, tax‑deferred, and tax‑free accounts each play a role in a thoughtful financial strategy.

Watch the full video here: https://youtu.be/neY8fsX86_M 👈

Taxes don’t have to be intimidating, and we’re proving it.In this video, we’re breaking down the Tax Triangle and how different types of accounts are taxed s...

Happy Birthday to our Advisor Support Specialist, Erica! 🎉Today we’re celebrating Erica DiMaio, one of the absolute glue...
05/11/2026

Happy Birthday to our Advisor Support Specialist, Erica! 🎉

Today we’re celebrating Erica DiMaio, one of the absolute glue‑pieces of our team. From keeping things running smoothly to supporting both clients and teammates with care and attention, Erica does it all!

We’re so grateful for everything you bring to Chartered Financial Services, and we hope your day is filled with all the things you love most. Cheers to you! 🥳💛

Address

30 Technology Drive, Ste 1Q
Warren, NJ
07059

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18005496007

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